Dashboards and Interactivity Flashcards

A dashboard creator wants users to click on a specific state in a map view and be directed to that state's official government website. The URL needs to change dynamically based on the state selected. Which dashboard feature should be configured to achieve this?

Answer: A URL Action that uses the state dimension in the URL string.

A URL Action is specifically designed to open external web pages. By inserting a dimension, like the state name, into the URL string within the action's configuration, the link becomes dynamic and will direct to a different page for each selected mark.

You are building a dashboard and need to group several charts and a text legend together so they maintain their alignment and resize proportionally as a single unit. Which dashboard object is the best choice for this purpose?

Answer: A Horizontal or Vertical container

Horizontal and Vertical layout containers are used to group related dashboard items. Items within a container are organized together, and the container itself can be managed as a single object, ensuring that the items inside resize and align relative to one another.

Which of the following statements is TRUE regarding the relationship between the Default dashboard layout and a custom Phone layout in Tableau?

Answer: Once a custom Phone layout is created, any new worksheet added to the Default layout must be manually added to the Phone layout.

After you create a custom device layout (like for a phone), it becomes a distinct version of the dashboard. While it inherits the initial state, subsequent changes to the Default layout, such as adding new worksheets or objects, do not automatically appear in the custom layout; they must be added manually.

An analyst wants to empower users to dynamically change the measure displayed in a time-series chart. For example, the user should be able to click on text labels for 'Sales', 'Profit', or 'Quantity' on the dashboard to switch the measure shown in the chart. Which combination of features is required to enable this functionality?

Answer: A Parameter, a calculated field, and a Parameter Action.

This functionality is achieved using a Parameter to store the user's measure choice, a Parameter Action to update that parameter's value when a user clicks a label, and a calculated field that uses the parameter's current value to determine which measure to display in the chart.

When setting the size of a Tableau dashboard, what is the primary behavior of the 'Automatic' sizing option?

Answer: It resizes the dashboard's height and width to completely fill the available screen space.

The 'Automatic' sizing option causes the dashboard to scale to fit the window or screen it is being viewed on. This can be unpredictable, as it may alter the dashboard's proportions and layout to fill the space, which can sometimes lead to distortion.

An analyst has a scatter plot of customers and a bar chart of product sales on a dashboard. They want to enable a user to select a group of customers on the scatter plot and have the bar chart update to show what percentage of total sales each product contributed for just the selected customers. Which feature provides the most direct and flexible way to achieve this 'IN vs. OUT' analysis?

Answer: A Set Action that updates a customer set, which is then used in a calculated field.

A Set Action is ideal for this scenario. It can dynamically update the members of a set based on user selection. This 'IN/OUT' status of the set can then be used in a calculated field to perform comparative analysis, such as calculating the percentage of sales for the selected group versus the unselected group.